Civic Intelligence

S. Davis & Associates Inc.

Plan context: Davis & Associates 401(K) Profit Sharing Plan

EIN 34-1911520 • Mayfield Hts, OH • 17 filings • 2 plans

6120 Parkland BlvdSuite 220Mayfield Hts, OH 44124
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$853,632

2024 Contributions

$14,400

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,411,677$705,839$0200920172024YearValue
$853,632Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200920172024YearValue
1Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411$853,632$14,400$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-1$853,632$14,400$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
202311$841,142$14,400$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-1$841,142$14,400$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
202211$755,507$14,409$14,409iApproximate average salary by contribution assumption: employee only about $360,225 at 4% or $240,150 at 6%; with 50% employer match about $240,150 at 4% or $160,100 at 6%; with 100% employer match about $180,113 at 4% or $120,075 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-1$755,507$14,409$14,409iApproximate average salary by contribution assumption: employee only about $360,225 at 4% or $240,150 at 6%; with 50% employer match about $240,150 at 4% or $160,100 at 6%; with 100% employer match about $180,113 at 4% or $120,075 at 6%.
202111$950,181$18,302$18,302iApproximate average salary by contribution assumption: employee only about $457,550 at 4% or $305,033 at 6%; with 50% employer match about $305,033 at 4% or $203,356 at 6%; with 100% employer match about $228,775 at 4% or $152,517 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-1$950,181$18,302$18,302iApproximate average salary by contribution assumption: employee only about $457,550 at 4% or $305,033 at 6%; with 50% employer match about $305,033 at 4% or $203,356 at 6%; with 100% employer match about $228,775 at 4% or $152,517 at 6%.
202013$1,411,677$54,608$18,203iApproximate average salary by contribution assumption: employee only about $455,067 at 4% or $303,378 at 6%; with 50% employer match about $303,378 at 4% or $202,252 at 6%; with 100% employer match about $227,533 at 4% or $151,689 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-3$1,411,677$54,608$18,203iApproximate average salary by contribution assumption: employee only about $455,067 at 4% or $303,378 at 6%; with 50% employer match about $303,378 at 4% or $202,252 at 6%; with 100% employer match about $227,533 at 4% or $151,689 at 6%.
201913$1,119,082$50,645$16,882iApproximate average salary by contribution assumption: employee only about $422,042 at 4% or $281,361 at 6%; with 50% employer match about $281,361 at 4% or $187,574 at 6%; with 100% employer match about $211,021 at 4% or $140,681 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-3$1,119,082$50,645$16,882iApproximate average salary by contribution assumption: employee only about $422,042 at 4% or $281,361 at 6%; with 50% employer match about $281,361 at 4% or $187,574 at 6%; with 100% employer match about $211,021 at 4% or $140,681 at 6%.
201814$887,591$57,327$14,332iApproximate average salary by contribution assumption: employee only about $358,294 at 4% or $238,863 at 6%; with 50% employer match about $238,863 at 4% or $159,242 at 6%; with 100% employer match about $179,147 at 4% or $119,431 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-4$887,591$57,327$14,332iApproximate average salary by contribution assumption: employee only about $358,294 at 4% or $238,863 at 6%; with 50% employer match about $238,863 at 4% or $159,242 at 6%; with 100% employer match about $179,147 at 4% or $119,431 at 6%.
201713$924,874$62,024$20,675iApproximate average salary by contribution assumption: employee only about $516,867 at 4% or $344,578 at 6%; with 50% employer match about $344,578 at 4% or $229,719 at 6%; with 100% employer match about $258,433 at 4% or $172,289 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-3$924,874$62,024$20,675iApproximate average salary by contribution assumption: employee only about $516,867 at 4% or $344,578 at 6%; with 50% employer match about $344,578 at 4% or $229,719 at 6%; with 100% employer match about $258,433 at 4% or $172,289 at 6%.
201613$967,024$63,013$21,004iApproximate average salary by contribution assumption: employee only about $525,108 at 4% or $350,072 at 6%; with 50% employer match about $350,072 at 4% or $233,381 at 6%; with 100% employer match about $262,554 at 4% or $175,036 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-3$967,024$63,013$21,004iApproximate average salary by contribution assumption: employee only about $525,108 at 4% or $350,072 at 6%; with 50% employer match about $350,072 at 4% or $233,381 at 6%; with 100% employer match about $262,554 at 4% or $175,036 at 6%.
201513$869,958$67,387$22,462iApproximate average salary by contribution assumption: employee only about $561,558 at 4% or $374,372 at 6%; with 50% employer match about $374,372 at 4% or $249,581 at 6%; with 100% employer match about $280,779 at 4% or $187,186 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-3$869,958$67,387$22,462iApproximate average salary by contribution assumption: employee only about $561,558 at 4% or $374,372 at 6%; with 50% employer match about $374,372 at 4% or $249,581 at 6%; with 100% employer match about $280,779 at 4% or $187,186 at 6%.
201413$830,383$68,153$22,718iApproximate average salary by contribution assumption: employee only about $567,942 at 4% or $378,628 at 6%; with 50% employer match about $378,628 at 4% or $252,419 at 6%; with 100% employer match about $283,971 at 4% or $189,314 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-3$830,383$68,153$22,718iApproximate average salary by contribution assumption: employee only about $567,942 at 4% or $378,628 at 6%; with 50% employer match about $378,628 at 4% or $252,419 at 6%; with 100% employer match about $283,971 at 4% or $189,314 at 6%.
201316$905,287$94,943$15,824iApproximate average salary by contribution assumption: employee only about $395,596 at 4% or $263,731 at 6%; with 50% employer match about $263,731 at 4% or $175,820 at 6%; with 100% employer match about $197,798 at 4% or $131,865 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-6$905,287$94,943$15,824iApproximate average salary by contribution assumption: employee only about $395,596 at 4% or $263,731 at 6%; with 50% employer match about $263,731 at 4% or $175,820 at 6%; with 100% employer match about $197,798 at 4% or $131,865 at 6%.
201216$730,132$88,604$14,767iApproximate average salary by contribution assumption: employee only about $369,183 at 4% or $246,122 at 6%; with 50% employer match about $246,122 at 4% or $164,081 at 6%; with 100% employer match about $184,592 at 4% or $123,061 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-6$730,132$88,604$14,767iApproximate average salary by contribution assumption: employee only about $369,183 at 4% or $246,122 at 6%; with 50% employer match about $246,122 at 4% or $164,081 at 6%; with 100% employer match about $184,592 at 4% or $123,061 at 6%.
201114$591,457$76,322$19,081iApproximate average salary by contribution assumption: employee only about $477,013 at 4% or $318,008 at 6%; with 50% employer match about $318,008 at 4% or $212,006 at 6%; with 100% employer match about $238,506 at 4% or $159,004 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-4$591,457$76,322$19,081iApproximate average salary by contribution assumption: employee only about $477,013 at 4% or $318,008 at 6%; with 50% employer match about $318,008 at 4% or $212,006 at 6%; with 100% employer match about $238,506 at 4% or $159,004 at 6%.
201016$552,141$68,271$11,379iApproximate average salary by contribution assumption: employee only about $284,463 at 4% or $189,642 at 6%; with 50% employer match about $189,642 at 4% or $126,428 at 6%; with 100% employer match about $142,231 at 4% or $94,821 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-6$552,141$68,271$11,379iApproximate average salary by contribution assumption: employee only about $284,463 at 4% or $189,642 at 6%; with 50% employer match about $189,642 at 4% or $126,428 at 6%; with 100% employer match about $142,231 at 4% or $94,821 at 6%.
200925$771,328$134,213$26,843iApproximate average salary by contribution assumption: employee only about $671,065 at 4% or $447,377 at 6%; with 50% employer match about $447,377 at 4% or $298,251 at 6%; with 100% employer match about $335,533 at 4% or $223,688 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-5$464,111$63,753$12,751iApproximate average salary by contribution assumption: employee only about $318,765 at 4% or $212,510 at 6%; with 50% employer match about $212,510 at 4% or $141,673 at 6%; with 100% employer match about $159,383 at 4% or $106,255 at 6%.
Davis & Associates 401(K) Profit Sharing Plan-4$307,217$70,460$17,615iApproximate average salary by contribution assumption: employee only about $440,375 at 4% or $293,583 at 6%; with 50% employer match about $293,583 at 4% or $195,722 at 6%; with 100% employer match about $220,188 at 4% or $146,792 at 6%.